Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 30,810 shares of SPMB stock, worth $669,809. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,810
Previous 34,658 11.1%
Holding current value
$669,809
Previous $759 Million 13.66%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$21.43 - $22.55 $82,462 - $86,772
-3,848 Reduced 11.1%
30,810 $656 Million
Q3 2024

Oct 25, 2024
SELL
$21.35 - $22.73 $103,205 - $109,876
-4,834 Reduced 12.24%
34,658 $759 Million
Q2 2024

Aug 08, 2024
BUY
$20.97 - $21.76 $828,147 - $859,345
39,492 New
39,492 $881 Million

Others Institutions Holding SPMB

# of Institutions
241
Shares Held
262M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email